Contact
Let’s talk for fifteen minutes.
No prep, no documents, no sales follow-up. We’ll see if Westlight is the right fit, and if it isn’t, you’ll leave with two or three referrals to planners who would be.
Opens my calendar on Calendly. No automated drip, no sales follow-up.
- Who I work with
- $400,000 or more investable, in an ongoing relationship
- Reply time
- Within 24 hours, read by me, not a team
- Where
- Venice, California. Meetings in Santa Monica.
A simple first step
A conversation. A clear next step.
- Pick a timeFifteen minutes by video or phone. Choose whichever feels easier.
- Tell me what’s on your mindI ask questions and listen. No pitch, no slides.
- Leave with a next stepA short note if we’re a fit. Two or three referrals if we aren’t.
Prefer to write first?
If a 15-minute slot feels like too much, send a note instead. Tell me what you’re trying to figure out and I’ll write back personally, usually the same day. I read these myself.
Where to find me
Most first conversations happen by video or phone. For clients in Los Angeles, I’m happy to meet in person once we’re working together.
- Registered office
- Venice, California 90291
- Meetings, by appointment
- 100 Wilshire Blvd, Suite 700
Santa Monica, CA 90401 - Phone
- (310) 917-1061, Monday to Friday, 9 to 5 Pacific
- Service area
- Los Angeles, primarily.
Not a fit?
Three places I’d send my own family.
Westlight isn’t right for everyone, and that’s fine. If you’re under the minimum, prefer hourly advice, or want a planner closer to where you live, these three networks are the ones I trust most. Every adviser listed is fee-only and a fiduciary.
NAPFA
The National Association of Personal Financial Advisors. The original fee-only, fiduciary-only network. Best for finding an experienced adviser in any state.
Find an adviser on NAPFAXYPN
Fee-only planners specializing in Gen X and Y clients. Many work on a flat-fee or monthly retainer model with no asset minimum.
Find an adviser on XYPNFee-Only Network
A directory limited to fee-only firms, searchable by location and specialty. Good if you’d like to compare a few advisers near you.
Browse the Fee-Only Network